2023 Form 5500 filing — Fourth Enterprises, LLC 401(K) Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241011180822NAL0022492225001) for Fourth Enterprises, LLC 401(K) Plan, reported by Fourth Enterprises, LLC under EIN 80-0841558 and plan number 001. It reports 778 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$33.9MReported net assets$33,882,037
Participants778
Provider compensation$27.8K2 Schedule C row(s)$27,809
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011180822NAL0022492225001
Plan sponsor
Fourth Enterprises, LLC
EIN
80-0841558
Plan number
001
Location
Austin, TX
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$33.9M total assets
Net assets$33.9MLiabilities$0
Money in vs. money out
Total income / additions$9.8M
Total expenses$4.7M
Benefits paid / distributions$4.6M
Contributions
Employer$941.1K
Participant$3M
Full reported line items
Total assets (EOY)
$33,882,037
Total liabilities (EOY)
$0
Net assets (EOY)
$33,882,037
Employer contributions
$941,134
Participant contributions
$2,969,006
Total income / additions
$9,846,728
Benefits paid
$4,628,315
Administrative expenses
$27,809
Total expenses
$4,658,186
Net increase / (decrease)
$5,188,542
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    ADVISOR · Direct $51K
  2. 2
    RECORDKEEPER · Direct -$23.2K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011180822NAL0022492225001 cover?
It is the 2023 Form 5500 filing for Fourth Enterprises, LLC 401(K) Plan, reported by Fourth Enterprises, LLC (EIN 80-0841558).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages